Number of Shares
10,794.00
Current Holdings Value*
$2.05 Mil
% of Portfolio
0.81%
Total Estimate Gain
$391,484.84
% of Total Estimate Gain
15.25%

CHERRYDALE WEALTH MANAGEMENT, LLC's Amazon.com Inc Holding Summary

As of 2025-03-31, CHERRYDALE WEALTH MANAGEMENT, LLC held 10,794.00 shares of Amazon.com Inc(AMZN), totaling $2.05 Mil. This investment constitutes 0.81% of their stock portfolio, and CHERRYDALE WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2021Q4. And since then CHERRYDALE WEALTH MANAGEMENT, LLC has made 11 purchases of AMZN, at an average price of $167.87, for a total of 15,288.00 shares. In addition, there have been 2 sales at an average price of $125.34 for 4,494.00 shares. Based on historical transaction data and AMZN's current price of $221.84, CHERRYDALE WEALTH MANAGEMENT, LLC's estimated gain on his AMZN holdings is $391,484.84, reflecting a 15.25% gain to date.

CHERRYDALE WEALTH MANAGEMENT, LLC AMZN ($221.84) Holding Chart

CHERRYDALE WEALTH MANAGEMENT, LLC AMZN ($221.84) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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